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Jonathan Wittig

Betterment

New York, NY

CRD 6617218

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Employer firm

Betterment CRD 149117

$69.5B regulatory AUM 246 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Betterment

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-05
TX RA APPROVED 2018-06-21
  • NY RA
    APPROVED
    Since 2021-08-05
  • TX RA
    APPROVED
    Since 2018-06-21

Branch Locations

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 02/2016 04/2017
Betterment New York NY 10/2017 Present
Unemployed New York NY 04/2017 09/2017
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-01
  • S66 Uniform Combined State Law Examination
    2016-07-01
Other Names
  • John Scott Wittig
  • Jonathan Scott Wittig

View on SEC IAPD

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